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Vanguard Short-Term Treasury ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
326
Sowell Financial Services
Arkansas
$282K +$159K +2,551 +128%
RSWM
327
Robertson Stephens Wealth Management
California
$279K +$30K +482 +12%
B
328
Bellecapital
Switzerland
$274K
SCM
329
Southport Capital Management
Tennessee
$272K +$19.3K +310 +8%
SQA
330
Simon Quick Advisors
New Jersey
$266K +$266K +4,277 New
OWP
331
Obermeyer Wealth Partners
Colorado
$264K +$264K +4,244 New
CST
332
Charles Schwab Trust
Nevada
$264K +$266K +4,273 New
AIP
333
Ameritas Investment Partners
Nebraska
$262K
AWM
334
AllSquare Wealth Management
New York
$258K
WIC
335
Whitegate Investment Counselors
New Hampshire
$258K +$258K +4,150 New
BEAM
336
Baker Ellis Asset Management
Washington
$249K
BFA
337
Bragg Financial Advisors
North Carolina
$244K -$210K -3,370 -46%
LS
338
Leelyn Smith
Illinois
$244K +$244K +3,917 New
MAA
339
Mraz Amerine & Associates
California
$230K +$9.52K +153 +4%
DWT
340
Dorsey & Whitney Trust
South Dakota
$225K -$25.6K -412 -10%
OIA
341
Optimum Investment Advisors
Illinois
$222K +$28K +450 +14%
PCA
342
Personal Capital Advisors
California
$222K +$222K +3,565 New
IIA
343
IPG Investment Advisors
California
$218K
US Bancorp
344
US Bancorp
Minnesota
$218K +$22.6K +364 +12%
WA
345
Waverly Advisors
Alabama
$215K
BAM
346
Belpointe Asset Management
Nevada
$212K +$9.46K +152 +5%
CF
347
Corrigan Financial
Rhode Island
$210K -$31.7K -510 -13%
SPC
348
Sigma Planning Corp
Michigan
$210K -$171K -2,751 -45%
AW
349
ACG Wealth
Georgia
$210K -$56.7K -911 -21%
Prudential Financial
350
Prudential Financial
New Jersey
$209K +$209K +3,364 New